Rick joined Townsend as a Financial Advisor after 10 years of working as an advisor for other firms. His past experience provides him with a great depth of financial planning knowledge. Rick works with clients to help them achieve their long term goals and bring into focus areas of financial planning they might not be thinking about. He prides himself in building long lasting relationships and working with multiple generations of families. Rick holds various industry licenses and the Certified Financial Planner Professional™ designation. Rick@TownsendRetirement.com

I graduated from the University of Idaho with a B.S. in Business Finance and Economics. Outside of work I love to spend time with my girls: my wife Jennie, daughters Ella and Ivy, and our three dogs Clara, Sophie and Mikkaa. When we are not at a dance activity for our daughters, we like to spend time outside barbequing with friends in the summer, or having family movie night in the winter. Jennie and I have lived in Idaho, California, and Arizona before moving to Colorado in 2014. I am always up for trying something new and have recently began bow hunting and playing ice hockey.

Steve joined Townsend as a Financial Advisor, bringing with him comprehensive financial planning experience from both large and independent companies. Steve also possesses 15+ years of leadership experience which afforded him the opportunity to coach and develop a diverse group of individuals to help them achieve their professional goals. His leadership and financial industry experience has enabled him to build lasting relationships and help clients reach their financial goals. Steve values the importance of relationships built on trust, respect and integrity,
and has a passion for helping clients achieve their retirement milestones. Steve is a Chartered Retirement Planning Counselor™ and a member of our investment committee. Steve@TownsendRetirement.com

I was born in Denver, grew up in Nebraska and graduated from University of Nebraska-Lincoln with a B.S. in biology. My greatest joy in life is family and my son Beckham. I enjoy basketball, running, golf, camping, skiing, hiking and spending time with family and friends.

Drew joined Townsend as a Financial Advisor after 12 years in the banking industry. His past experience provides him with a great depth of knowledge within the financial industry. Drew’s desire and ability to build and retain relationships make him a great addition to the firm. He is passionate about helping clients realize their retirement goals by listening and helping to develop a plan that is customized to their individual situation. Drew is a Chartered Retirement Planning Counselor™ and is a member of our investment committee. Drew@TownsendRetirement.com

A native of Nebraska but I’ve called Colorado home since 2004. I live in Westminster with my wife, two sons, and our boxer. In my free time, I enjoy traveling, hiking, golfing, and I’m an overall sports enthusiast

Mark is a financial advisor who joined the financial industry in 1989. Mark has a wide range of knowledge and experience covering multiple decades. He brings unique expertise to the team which aids him in offering comprehensive financial plans to both new and existing clients. Mark is a Chartered Retirement Planning Counselor™ and a member of our investment committee. Mark@TownsendRetirement.com

I’m a native to Colorado, so growing up here I have spent a great deal of my time enjoying the outdoors and everything our beautiful state offers. I enjoy hunting, fishing, camping, hiking, and just about anything else that gets me outdoors. I have three grown children and have been blessed with two grandsons, and enjoy as much time as I can with them. Recently married, I am looking forward to spending time with my wife, Terri and looking forward to many happy years together.

Terri is our most tenured financial advisor at Townsend, next to Jeff, and is in charge of training new financial advisors. Terri is a Chartered Retirement Planning Counselor™ who works with new and existing clients on all aspects of their retirement planning and investment management needs. Terri has been a guest on CBS4. Her expansive knowledge in the financial industry is a tremendous asset to our firm. Terri is a member of our investment committee. Terri@TownsendRetirement.com

I enjoy spending time with family! I have three grown children; a son and two daughters. I am a native to Colorado, grew up in Northglenn, and graduated from Northglenn High School. Raised in a large Italian family – spaghetti and wine are two favorites. Immediate family gatherings usually consist of 30 people! In the summertime I look forward to spending time with my husband Mark, where we head to the mountains for camping, hiking and the beautiful outdoor scenery.